Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,261,340
+$1,091,808 QoQ
Shares Held
23,627
+95.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#717
of 2,354 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. SO ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
This page
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,261,340 | 23,627 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,169,532 | 12,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,096,016 | 12,569 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,281,669 | 13,524 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,233,644 | 13,434 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,275,438 | 13,871 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,091,316 | 13,257 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,136,718 | 12,605 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $884,142 | 11,398 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $523,772 | 7,301 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $440,423 | 6,281 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $400,746 | 6,192 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $433,231 | 6,167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $308,239 | 4,430 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $289,281 | 4,051 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $227,936 | 3,352 | Shares | Sole | 2022-10-12 | |
| 2021-09-30 | $1,690,913 | 27,286 | Shares | Sole | 2021-11-05 | |
| 2020-09-30 | $211,458 | 3,900 | Shares | Sole | 2020-10-16 | |
| 2020-03-31 | $314,445 | 5,808 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||